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  5. ZWU: What's your view of ZWU now with tariffs coming. [BMO Covered Call Utilities Fund]
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Q: What's your view of ZWU now with tariffs coming. I'm downsizing risk in my portfolio but would like to keep it for income. Would you add, hold, or sell. Thanks, great service.
Asked by Curtis on February 06, 2025
5i Research Answer:

Generally (except maybe 2022) utilities provide good steady cash flow and OK gains. Canadian utilities should be somewhat protected from tariffs, being (mostly) regional plays. Covered call premiums add a bit of extra cushion in a downturn. We would consider this a fairly low risk ETF and would be OK slowly buying for enhanced income. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in ZWU.